Job Description

As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. Successful senior wealth advisors will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

Responsibilities

• Communicate the firm’s resources, value proposition, solutions and services to representatives from our participating referral programs

• Generate new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs.

• Conduct regular presentations of HUB Investment Partners services to referral partner associates in those associates’ offices and at various regional events.

• Engage and communicate prospective client needs to the firm’s wealth advisory and partner firms

• Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives

• Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals

• Commitment to advanced continuing education and team development at all levels

• Train and mentor associates across the wealth advisory team

• Leverage community relations and development centers of influence to generate leads and facilitate introductions

Qualifications

• Bachelor’s degree in business or other related field from an accredited college or university

• 7+ years’ experience in the financial services industry

• Series 65, or CFP required

Skills and Knowledge

• Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning

• Depth of experience working with high net worth or ultra-high net worth clients

• Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc)

• Highly effective interpersonal, relationship management, and communication skills

• Proven success selling business to new and existing clients

• Demonstrated knowledge and facilitation of sales cycle/process

• Problem-solving, negotiation and persuasive skills

• Effective written communication skills with ability to adapt to different audiences

• Effective presentation communication skills with ability to address individuals and groups in formal and informal settings

• Ability to build and maintain professional relationships with clients, prospective clients and internal and community contacts

Department Sales

Required Experience: 7-10 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy (https://hubinternational.jobs/eeo/)

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